Guojin Securities released a research report stating that it continues to be optimistic about the three main lines of AI computing power hardware, autonomous control of semiconductors, and end-side AI innovation. In terms of AI computing power, as next-generation GPUs and ASIC products such as Google and Amazon continue to pull goods, demand for AI servers, high-speed switches, etc. is expected to continue to grow rapidly. In terms of semiconductors, advanced domestic logic and storage production lines continue to expand, domestic substitution of equipment, components, and materials continues to advance. At the same time, the upward storage cycle and the volume of domestic AI computing power chips drive profit improvement in the design sector. Continue to be optimistic about the core companies in the autonomous and controllable industry chain: On the AI side of the end side, focus on Apple's new products, AI and smart glasses New demands brought about by hardware innovations such as AIoT.

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